[{"data":1,"prerenderedAt":552},["ShallowReactive",2],{"uc-hub-industry-wealth-and-asset-management":3},{"type":4,"typeLabel":5,"term":6,"includeUnpublished":10,"indexable":11,"stats":12,"useCases":22,"benchmarks":461,"topIndustries":462,"topFunctions":463,"topPatterns":481,"stageMix":501,"regionMix":512,"organizations":521,"other":522},"industry","Industry",{"id":7,"label":8,"description":9},"wealth-and-asset-management","Wealth and asset management","Private banks, wealth managers and asset managers, where AI supports advisers, research, portfolio operations and client reporting.",false,true,{"useCases":13,"publicDeployments":14,"blitsAiDeployments":15,"organizations":16,"countries":17,"outcomeDisclosureRate":18,"gradeMix":19},27,22,2,14,8,59,{"A":20,"B":21,"C":21,"D":20},0,11,[23,78,100,129,147,160,171,183,195,212,226,240,257,274,288,306,324,339,351,361,373,388,401,411,423,437,447],{"slug":24,"title":25,"shortTitle":26,"definition":27,"status":28,"industries":29,"functions":36,"patterns":38,"audience":43,"autonomy":44,"adoptionStage":45,"segment":46,"evidenceCount":47,"publicEvidenceCount":48,"organizations":49,"bestGrade":67,"headline":68,"lastVerified":77,"indexable":11},"first-line-contact-centre-agent","AI agent for first line contact centre service","First line contact centre","An AI agent that answers the first line of inbound customer contact on phone, chat and messaging, resolves general and routine questions end to end in the customer's own language, and routes everything complex, sensitive or regulated to the right human team with the context attached.","published",[30,31,32,33,34,35,7],"cross-industry","banking","payments","telecommunications","travel-and-hospitality","retail-and-ecommerce",[37],"customer-service",[39,40,41,42],"conversational-agent","voice-agent","rag-knowledge-assistant","classification-and-routing","customer-facing","supervised-agent","mainstream","front-office",25,18,[50,51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66],"Air India","Airbnb","Bank of America","Bank of the Philippine Islands","BT Group","Commonwealth Bank of Australia","Ingka Group","JetBlue","Klarna","Lufthansa Group","Mobily","NatWest Group","Pegasus Airlines","Telkomsel","Together Credit Union","Vodafone Germany","Vodafone","B",{"kpi":69,"label":70,"unit":71,"n":72,"nUpTo":20,"kind":73,"value":74,"qualifier":75,"claimant":76,"organization":76,"vendorReported":10},"containment-rate","Containment rate","percent",7,"median",47,"exact",null,"2026-09-27",{"slug":79,"title":80,"shortTitle":81,"definition":82,"status":28,"industries":83,"functions":84,"patterns":87,"audience":92,"autonomy":93,"adoptionStage":94,"segment":46,"evidenceCount":95,"publicEvidenceCount":95,"organizations":96,"bestGrade":67,"headline":76,"lastVerified":99,"indexable":11},"source-of-wealth-diligence","AI agent for source of wealth due diligence in private banking","Source of wealth diligence","An AI agent that reads a prospective private client's documents, extracts and corroborates how their wealth was built, checks plausibility against benchmarks and external sources, and drafts the source of wealth and enhanced due diligence narrative for the relationship manager and compliance analyst, who decide on the risk rating and the relationship.",[7,31],[85,86],"onboarding-and-kyc","financial-crime-compliance",[88,89,90,91],"document-processing","agentic-workflow","content-generation","summarization","employee-facing","copilot","early-adopters",3,[97,98],"Bank of Singapore","Deutsche Bank","2026-09-26",{"slug":101,"title":102,"shortTitle":103,"definition":104,"status":28,"industries":105,"functions":108,"patterns":112,"audience":92,"autonomy":93,"adoptionStage":94,"segment":46,"evidenceCount":114,"publicEvidenceCount":115,"organizations":116,"bestGrade":67,"headline":121,"lastVerified":77,"indexable":11},"deal-sourcing-and-due-diligence-assistant","AI assistant for deal sourcing and M&A due diligence","Deal sourcing and due diligence","An AI assistant that screens the market for acquisition or investment targets, builds company profiles, and speeds up due diligence by reading data room documents, extracting key terms and risks and drafting the investment or diligence memo, for the deal team to verify and decide.",[106,7,107],"capital-markets","professional-services",[109,110,111],"analytics-and-reporting","legal","risk-management",[88,91,41,89,113],"prediction-and-scoring",5,4,[117,118,119,120],"Datasite","EQT","Freshfields","Rogo",{"kpi":122,"label":123,"unit":71,"n":20,"nUpTo":124,"kind":125,"value":126,"qualifier":127,"claimant":128,"organization":117,"vendorReported":11},"productivity-gain","Productivity gain",1,"reported",80,"up-to","vendor",{"slug":130,"title":131,"shortTitle":132,"definition":133,"status":28,"industries":134,"functions":135,"patterns":137,"audience":43,"autonomy":44,"adoptionStage":94,"segment":46,"evidenceCount":139,"publicEvidenceCount":95,"organizations":140,"bestGrade":143,"headline":144,"lastVerified":77,"indexable":11},"digital-onboarding-assistant","AI assistant for digital account onboarding and KYC","Digital onboarding","A customer facing AI assistant that guides a new applicant, a person or a small merchant, through a digital account, card or relationship application: it collects and checks identity and supporting documents, orchestrates the know your customer and anti money laundering checks, prefills what it can and sends only the unclear cases to a human reviewer with a summary. The ownership research for complex corporate clients is a separate back office job.",[31,32,7],[85,136,37],"sales",[39,88,138,89],"computer-vision",6,[141,98,142],"Albo","M-DAQ Global","C",{"kpi":122,"label":123,"unit":145,"n":124,"nUpTo":20,"kind":125,"value":146,"qualifier":75,"claimant":128,"organization":142,"vendorReported":11},"multiplier",30,{"slug":148,"title":149,"shortTitle":150,"definition":151,"status":28,"industries":152,"functions":153,"patterns":155,"audience":92,"autonomy":93,"adoptionStage":156,"segment":46,"evidenceCount":15,"publicEvidenceCount":15,"organizations":157,"bestGrade":67,"headline":76,"lastVerified":77,"indexable":11},"goal-based-financial-planning-assistant","AI assistant for goal based financial planning","Goal based planning","An AI assistant that turns a client's goals into projections and what if scenarios using a rules based planning engine, explains the trade offs in plain language and prepares the plan for an advisor to validate, with every assumption disclosed and reproducible.",[7,31],[136,37,154],"product-and-pricing",[39,90,89],"emerging",[158,159],"CIMB Niaga","Vanguard",{"slug":161,"title":162,"shortTitle":163,"definition":164,"status":28,"industries":165,"functions":166,"patterns":168,"audience":92,"autonomy":93,"adoptionStage":156,"segment":46,"evidenceCount":15,"publicEvidenceCount":15,"organizations":169,"bestGrade":67,"headline":76,"lastVerified":99,"indexable":11},"suitability-assessment-assistant","AI assistant for investment suitability assessment and reports","Suitability assessment","An AI assistant that checks whether a proposed product or portfolio fits a client's risk tolerance, objectives, knowledge, experience and financial situation against the firm's rules, flags mismatches, and drafts the suitability rationale and report for the advisor to confirm, while hard rule failures are decided by deterministic checks, not by the model.",[7,31],[167,136,111],"regulatory-compliance",[89,90,42],[170,159],"Morgan Stanley",{"slug":172,"title":173,"shortTitle":174,"definition":175,"status":28,"industries":176,"functions":178,"patterns":179,"audience":92,"autonomy":93,"adoptionStage":156,"segment":180,"evidenceCount":124,"publicEvidenceCount":124,"organizations":181,"bestGrade":67,"headline":76,"lastVerified":99,"indexable":11},"shariah-compliance-screening","AI assistant for Shariah compliance screening and review","Shariah compliance screening","An AI assistant that screens Islamic financing contracts, deal structures and investments for Shariah compliance risks such as riba, gharar and exposure to prohibited activities, retrieves the relevant standards and fatwas, drafts the Shariah review documentation and flags issues for the Shariah board, which keeps sole authority over any ruling.",[31,7,177],"insurance",[167,110,154],[41,88,42,90],"specialized-businesses",[182],"Zoya",{"slug":184,"title":185,"shortTitle":186,"definition":187,"status":28,"industries":188,"functions":189,"patterns":191,"audience":92,"autonomy":93,"adoptionStage":94,"segment":180,"evidenceCount":95,"publicEvidenceCount":95,"organizations":192,"bestGrade":67,"headline":76,"lastVerified":77,"indexable":11},"client-briefing-and-call-report-copilot","AI copilot for corporate client briefings and call reports","Client briefing and call reports","An AI copilot for relationship managers, mainly in corporate and commercial banking, whose main job is preparation: before a client meeting it assembles a briefing pack from filings, news, internal notes, product holdings and upcoming maturities, and afterwards it turns the banker's notes into a structured call report and CRM update. Unlike a meeting notetaker, which centres on capturing the conversation, it centres on the credit and cross sell context around the meeting; wealth advisor tools that also prepare meetings overlap with it. The banker reviews every output.",[31,7,106],[136,190],"knowledge-management",[41,91,90,89],[52,193,194],"Scotiabank","Standard Chartered",{"slug":196,"title":197,"shortTitle":198,"definition":199,"status":28,"industries":200,"functions":202,"patterns":204,"audience":92,"autonomy":93,"adoptionStage":94,"evidenceCount":114,"publicEvidenceCount":95,"organizations":206,"bestGrade":67,"headline":209,"lastVerified":77,"indexable":11},"marketing-content-compliance-copilot","AI copilot for marketing content with compliance pre review","Marketing content and compliance","A copilot that drafts campaign copy, product explainers and social posts on brand and in the customer's language from approved product facts, then runs a first pass compliance check against advertising rules and required disclosures, flagging unsupported claims and missing warnings before a human in marketing compliance approves publication.",[30,31,177,32,7,201],"pharma-and-life-sciences",[203,167,110],"marketing",[90,41,42,205],"translation",[207,208,58],"Ally Financial","JPMorgan Chase",{"kpi":122,"label":123,"unit":71,"n":124,"nUpTo":20,"kind":125,"value":210,"qualifier":75,"claimant":211,"organization":207,"vendorReported":10},34,"organization",{"slug":213,"title":214,"shortTitle":215,"definition":216,"status":28,"industries":217,"functions":218,"patterns":219,"audience":92,"autonomy":93,"adoptionStage":156,"segment":221,"evidenceCount":95,"publicEvidenceCount":95,"organizations":222,"bestGrade":67,"headline":76,"lastVerified":225,"indexable":11},"model-risk-validation-copilot","AI copilot for model risk validation and monitoring","Model risk validation","A copilot for independent model validation and review, whether run by a bank's validation function, an external tester or a supervisor, that checks model documentation against the model risk standard, generates and scores challenger tests (for generative AI, often with an LLM as a judge calibrated against human experts), watches production models for drift and drafts and consistency checks the validation report. An accountable validator owns every conclusion.",[31,177,106,7],[111,167],[89,88,90,220],"anomaly-detection","second-line",[223,194,224],"European Central Bank (ECB Banking Supervision)","United Overseas Bank (UOB)","2026-09-28",{"slug":227,"title":228,"shortTitle":229,"definition":230,"status":28,"industries":231,"functions":233,"patterns":235,"audience":92,"autonomy":236,"adoptionStage":45,"evidenceCount":115,"publicEvidenceCount":115,"organizations":237,"bestGrade":67,"headline":76,"lastVerified":77,"indexable":11},"enterprise-knowledge-search","AI enterprise knowledge search for employees","Enterprise knowledge search","An assistant that lets any employee ask a question in plain language and get a synthesized answer from the organization's own policies, procedures, product manuals and research, with citations to the source documents and only from documents the employee is allowed to see.",[30,31,7,177,232,107],"government",[190,234,37],"operations",[41,39,91],"assist",[52,170,238,239],"SIGNAL IDUNA","Wells Fargo",{"slug":241,"title":242,"shortTitle":243,"definition":244,"status":28,"industries":245,"functions":246,"patterns":248,"audience":249,"autonomy":44,"adoptionStage":94,"segment":249,"evidenceCount":95,"publicEvidenceCount":15,"organizations":250,"bestGrade":143,"headline":253,"lastVerified":77,"indexable":11},"account-servicing-execution","AI for back office account servicing execution","Account servicing execution","AI that executes the servicing requests that land in operations queues, such as address and mandate changes, standing instructions, beneficiary updates, reissues, payoff and reference letters and loan maintenance, by reading the request, checking it against policy and entitlements, and preparing or making the change in core systems under dual control.",[31,177,7],[234,247],"lending-and-credit",[89,88,42],"back-office",[251,252],"Banco Supervielle","SS&C Technologies",{"kpi":254,"label":255,"unit":71,"n":15,"nUpTo":20,"kind":125,"value":256,"qualifier":75,"claimant":128,"organization":252,"vendorReported":11},"processing-time-reduction","Cycle time reduction",95,{"slug":258,"title":259,"shortTitle":260,"definition":261,"status":28,"industries":262,"functions":264,"patterns":267,"audience":92,"autonomy":93,"adoptionStage":94,"segment":249,"evidenceCount":114,"publicEvidenceCount":114,"organizations":268,"bestGrade":67,"headline":272,"lastVerified":99,"indexable":11},"outbound-notice-drafting","AI for drafting customer letters and outbound notices","Outbound notice drafting","AI that drafts the letters and notices operations must send at scale, such as arrears notices, decline letters, complaint responses, servicing confirmations and product change notices, from case data and approved templates and clauses, in the customer's language, for a person to approve where the notice is regulated.",[30,31,177,232,263,7],"healthcare",[234,37,265,167,266],"collections-and-recovery","claims",[90,41,205],[269,270,271,252],"Acentra Health","Hiscox","Health Resources and Services Administration",{"kpi":254,"label":255,"unit":71,"n":124,"nUpTo":20,"kind":125,"value":47,"qualifier":75,"claimant":128,"organization":273,"vendorReported":11},"SS&C GIDS and RS",{"slug":275,"title":276,"shortTitle":277,"definition":278,"status":28,"industries":279,"functions":280,"patterns":282,"audience":249,"autonomy":44,"adoptionStage":94,"segment":249,"evidenceCount":115,"publicEvidenceCount":115,"organizations":283,"bestGrade":67,"headline":76,"lastVerified":77,"indexable":11},"ledger-and-payment-reconciliation","AI for ledger and payment reconciliation","Ledger and payment reconciliation","AI that matches entries across nostro and vostro statements, card and scheme settlement files, the general ledger and suspense accounts, proposes matches and clearing journals, and routes only the genuine breaks to an operator with a plain language explanation.",[31,32,106,30,7,232],[281,234],"finance-and-accounting",[89,220,88],[284,285,286,287],"Comrade Trustee Services","Ginnie Mae","National Bank of Greece (Cyprus)","World Food Programme",{"slug":289,"title":290,"shortTitle":291,"definition":292,"status":28,"industries":293,"functions":294,"patterns":295,"audience":92,"autonomy":93,"adoptionStage":94,"segment":221,"evidenceCount":114,"publicEvidenceCount":114,"organizations":296,"bestGrade":67,"headline":301,"lastVerified":99,"indexable":11},"market-abuse-surveillance-triage","AI for market abuse surveillance alert triage","Market abuse surveillance","AI that helps surveillance analysts triage market abuse and conduct alerts, such as spoofing, layering, wash trades, ramping and insider dealing, by gathering the trade, order, news and communications context, explaining in plain language what triggered each alert and drafting the investigation narrative for the analyst to disposition.",[106,31,7],[167,86],[220,89,91,42],[297,98,298,299,300],"Commodity Futures Trading Commission","Japan Exchange Group","Nasdaq","U.S. Securities and Exchange Commission",{"kpi":302,"label":303,"unit":71,"n":124,"nUpTo":20,"kind":125,"value":304,"qualifier":305,"claimant":211,"organization":299,"vendorReported":10},"handling-time-reduction","Handling time reduction",33,"approximately",{"slug":307,"title":308,"shortTitle":309,"definition":310,"status":28,"industries":311,"functions":312,"patterns":313,"audience":92,"autonomy":93,"adoptionStage":94,"segment":314,"evidenceCount":72,"publicEvidenceCount":72,"organizations":315,"bestGrade":67,"headline":321,"lastVerified":77,"indexable":11},"pep-and-adverse-media-screening","AI for PEP and adverse media screening","PEP and adverse media screening","AI that continuously scans news, court records, registries and other open sources in many languages for negative information and political exposure linked to customers, counterparties and beneficial owners, discards look alikes, and summarises credible risk for the analyst with the sources attached.",[31,32,7],[86,85],[41,91,42,205],"middle-office",[98,316,317,318,319,320,193],"HSBC","Mashreq","OCBC","Santander UK","Save the Children",{"kpi":302,"label":303,"unit":71,"n":124,"nUpTo":124,"kind":125,"value":322,"qualifier":323,"claimant":128,"organization":320,"vendorReported":11},60,"at-least",{"slug":325,"title":326,"shortTitle":327,"definition":328,"status":28,"industries":329,"functions":330,"patterns":331,"audience":249,"autonomy":44,"adoptionStage":156,"segment":314,"evidenceCount":114,"publicEvidenceCount":114,"organizations":332,"bestGrade":67,"headline":335,"lastVerified":99,"indexable":11},"perpetual-kyc","AI for perpetual KYC and event driven customer due diligence","Perpetual KYC","AI that keeps each customer's due diligence file current by replacing calendar driven KYC reviews with continuous, event driven refreshes: it watches for trigger events such as a change of ownership, address, behaviour or a new adverse finding, refreshes the file automatically where it can, and involves an analyst only when something material has changed. The risk rating itself and the first file for a new business client are separate use cases.",[31,32,7],[85,86],[89,88,41,91],[98,333,208,318,334],"First National Bank of Omaha (FNBO)","Origin Bank",{"kpi":336,"label":337,"unit":71,"n":124,"nUpTo":20,"kind":125,"value":338,"qualifier":75,"claimant":211,"organization":208,"vendorReported":10},"cost-reduction","Cost reduction",40,{"slug":340,"title":341,"shortTitle":342,"definition":343,"status":28,"industries":344,"functions":345,"patterns":346,"audience":249,"autonomy":93,"adoptionStage":94,"segment":249,"evidenceCount":115,"publicEvidenceCount":115,"organizations":347,"bestGrade":67,"headline":76,"lastVerified":77,"indexable":11},"settlement-fail-prediction-and-exception-management","AI for settlement fail prediction and post trade exception management","Settlement fail prediction","AI that scores each pending securities settlement instruction for its likelihood of failing, names the probable cause (unmatched instruction, wrong settlement details, lack of securities or cash), and helps operations teams work the exceptions and counterparty queries before the intended settlement date, so fewer trades fail and fewer late settlement penalties are paid.",[106,31,7],[234,111],[113,42,89,90],[348,349,350],"BNY","Clearstream","Euroclear",{"slug":352,"title":353,"shortTitle":354,"definition":355,"status":28,"industries":356,"functions":357,"patterns":358,"audience":249,"autonomy":93,"adoptionStage":94,"segment":314,"evidenceCount":95,"publicEvidenceCount":15,"organizations":359,"bestGrade":143,"headline":76,"lastVerified":77,"indexable":11},"portfolio-reporting-and-commentary","AI generated client portfolio reports and commentary","Portfolio commentary","AI that drafts each client's periodic portfolio commentary and report narrative (performance, attribution, what drove returns, positioning and outlook) in plain language and in the client's language, where every figure comes from the portfolio system of record and a reviewer approves the text before delivery.",[7,31],[109,37,234],[90,91,205],[170,360],"Quilter",{"slug":362,"title":363,"shortTitle":364,"definition":365,"status":28,"industries":366,"functions":367,"patterns":368,"audience":92,"autonomy":236,"adoptionStage":45,"segment":46,"evidenceCount":139,"publicEvidenceCount":139,"organizations":369,"bestGrade":67,"headline":76,"lastVerified":99,"indexable":11},"wealth-advisor-knowledge-assistant","AI knowledge assistant for wealth advisors and relationship managers","Advisor knowledge assistant","A conversational assistant that answers a wealth advisor's or relationship manager's questions in seconds from the firm's own research, house view, product documentation and policies, with every answer linked to the source document so the advisor can check it before using it with a client.",[7,31],[190,136,37],[41,39],[52,370,208,170,371,372],"Citi","UBS","Yes Bank",{"slug":374,"title":375,"shortTitle":376,"definition":377,"status":28,"industries":378,"functions":379,"patterns":380,"audience":92,"autonomy":93,"adoptionStage":45,"segment":46,"evidenceCount":139,"publicEvidenceCount":139,"organizations":382,"bestGrade":67,"headline":386,"lastVerified":77,"indexable":11},"client-meeting-notes-and-crm-update","AI meeting notes and CRM update for wealth advisors","Advisor meeting notes","An AI notetaker for wealth advisors that turns a client advice meeting, recorded with the client's consent, into the file note, follow up message and CRM record the firm needs to evidence its advice; unlike a general meeting summarizer, its output becomes part of the regulated client record. It drafts a structured note with the client's goals, circumstances, decisions and action items, and writes it into the CRM once the advisor has approved it.",[7,31],[136,167,234],[91,381,89,90],"speech-analytics",[52,383,170,360,384,385],"Commerzbank","SEB","UniSuper",{"kpi":122,"label":123,"unit":71,"n":124,"nUpTo":20,"kind":125,"value":387,"qualifier":75,"claimant":128,"organization":384,"vendorReported":11},15,{"slug":389,"title":390,"shortTitle":391,"definition":392,"status":28,"industries":393,"functions":394,"patterns":395,"audience":92,"autonomy":236,"adoptionStage":94,"segment":46,"evidenceCount":114,"publicEvidenceCount":114,"organizations":397,"bestGrade":67,"headline":398,"lastVerified":77,"indexable":11},"next-best-action-for-advisors","AI next best action prompts for wealth advisors","Advisor next best action","An AI engine for wealth advisors, not customers, that scans an advisor's whole book and surfaces a short, ranked list of client specific prompts, such as idle cash, a maturing deposit, a concentration to review, a life event or an early sign of attrition, each with the reasoning and data behind it, for the advisor to act on or dismiss.",[7,31],[136,203,109],[396,113,90],"recommendation-and-personalization",[158,370,208,170,371],{"kpi":399,"label":400,"unit":71,"n":124,"nUpTo":20,"kind":125,"value":126,"qualifier":75,"claimant":211,"organization":371,"vendorReported":10},"employee-adoption","Employee adoption",{"slug":402,"title":403,"shortTitle":404,"definition":405,"status":28,"industries":406,"functions":407,"patterns":408,"audience":249,"autonomy":93,"adoptionStage":156,"segment":314,"evidenceCount":115,"publicEvidenceCount":95,"organizations":409,"bestGrade":67,"headline":76,"lastVerified":77,"indexable":11},"portfolio-drift-monitoring-and-rebalancing","AI portfolio drift monitoring and rebalancing proposals","Drift and rebalancing","Continuous monitoring of every client portfolio against its mandate or model, which detects drift beyond agreed bands and prepares a tax aware, low turnover rebalancing proposal with its rationale for an advisor or portfolio manager to approve before any trade is placed.",[7,31],[234,111,109],[220,89,113,90],[170,410,159],"SimCorp",{"slug":412,"title":413,"shortTitle":414,"definition":415,"status":28,"industries":416,"functions":417,"patterns":418,"audience":92,"autonomy":236,"adoptionStage":94,"segment":419,"evidenceCount":115,"publicEvidenceCount":15,"organizations":420,"bestGrade":67,"headline":76,"lastVerified":77,"indexable":11},"regulatory-horizon-scanning","AI regulatory horizon scanning and obligation mapping","Regulatory horizon scanning","An AI system that continuously reads publications from the regulators and standard setters an organization answers to, classifies each item by relevance and urgency, breaks new rules into individual obligations and maps them to the internal policies and controls that meet them, so compliance owners see what changed and where the gaps are.",[30,31,177,32,7,201,232],[167,110,111],[42,88,41,91,89],"compliance",[421,422],"Financial Conduct Authority","Administration for Children and Families",{"slug":424,"title":425,"shortTitle":426,"definition":427,"status":28,"industries":428,"functions":429,"patterns":430,"audience":92,"autonomy":93,"adoptionStage":94,"segment":46,"evidenceCount":115,"publicEvidenceCount":115,"organizations":431,"bestGrade":67,"headline":432,"lastVerified":77,"indexable":11},"investment-research-summarization","AI summaries of investment research and the house view","Research summaries","An AI assistant that condenses long research reports, overnight market moves and the house view into short, sourced briefings for advisors and analysts, answers \"what is our view on X\" on demand, and adapts approved research for different client segments and languages, with every figure traced to the original research.",[7,106,31],[109,136,190],[91,41,90,205],[370,98,170,371],{"kpi":433,"label":434,"unit":435,"n":20,"nUpTo":124,"kind":125,"value":436,"qualifier":127,"claimant":211,"organization":98,"vendorReported":10},"time-saved-per-task","Time saved per task","minutes",120,{"slug":438,"title":439,"shortTitle":440,"definition":441,"status":28,"industries":442,"functions":443,"patterns":444,"audience":249,"autonomy":44,"adoptionStage":94,"segment":314,"evidenceCount":124,"publicEvidenceCount":124,"organizations":445,"bestGrade":67,"headline":76,"lastVerified":77,"indexable":11},"dynamic-customer-risk-rating","Dynamic AML customer risk rating with machine learning","Dynamic customer risk rating","Explainable machine learning that produces the money laundering risk rating itself: it computes and continuously updates each customer's rating from due diligence data, products, geography, behaviour and screening results, and shows which factors drive the rating and when enhanced due diligence is warranted.",[31,32,7],[86,111],[113,220],[446],"bunq",{"slug":448,"title":449,"shortTitle":450,"definition":451,"status":28,"industries":452,"functions":453,"patterns":454,"audience":92,"autonomy":93,"adoptionStage":94,"evidenceCount":95,"publicEvidenceCount":95,"organizations":455,"bestGrade":143,"headline":459,"lastVerified":77,"indexable":11},"internal-audit-copilot","Generative AI copilot for internal audit","Internal audit copilot","A copilot for internal auditors that drafts planning memos and document request lists from prior audits, summarises large evidence sets, builds risk and control matrices from policies and process documents, and drafts findings and reports, with every statement traceable to its evidence and a qualified auditor accountable for every conclusion.",[30,31,177,232,106,7],[111,167,281],[41,91,90,88,220],[456,457,458],"Banco Bradesco","British Columbia Investment Management Corporation","XP Inc.",{"kpi":302,"label":303,"unit":71,"n":15,"nUpTo":20,"kind":125,"value":460,"qualifier":75,"claimant":128,"organization":456,"vendorReported":11},55,[],[],[464,467,469,471,473,475,477,479],{"id":167,"label":465,"count":466},"Regulatory compliance",9,{"id":234,"label":468,"count":17},"Operations",{"id":111,"label":470,"count":17},"Risk management",{"id":136,"label":472,"count":17},"Sales",{"id":37,"label":474,"count":72},"Customer service",{"id":109,"label":476,"count":114},"Analytics and reporting",{"id":86,"label":478,"count":114},"Financial crime compliance",{"id":190,"label":480,"count":115},"Knowledge management",[482,484,486,489,492,495,497,499],{"id":89,"label":483,"count":387},"Agentic workflow",{"id":90,"label":485,"count":387},"Content generation",{"id":41,"label":487,"count":488},"RAG knowledge assistant",13,{"id":91,"label":490,"count":491},"Summarization",12,{"id":88,"label":493,"count":494},"Document processing",10,{"id":42,"label":496,"count":466},"Classification and 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